Eric Fry’s case for looking outside the U.S. – and ideas for how Listen to the audio version of this article (generated by AI). An ugly week for the AI trade… Eric Fry on why “familiar isn’t safe”… Brian Hunt’s Brazil call keeps paying… Jonathan Rose eyes AI at a discount Eight straight sessions. That’s … Read more
Why Playing It “Safe” With U.S. Stocks Could Backfire
The whipping post
What a California helmet law reveals about your portfolio. Listen to the audio version of this article (generated by AI). Hello, Reader. A motorcycle helmet might not be as safe as you think. Now, obviously, helmets can and do save the lives of riders who get into serious accidents. And they should be worn. But, … Read more
Microsoft Stock Has Grown Roughly 14-Fold Since Satya Nadella Became CEO in 2014, a 23% Annual Growth Rate That Ended 14 Years of Negative Growth. Can That Pace Continue Under Heavy AI Spending?
Key Points Nadella turned around Microsoft by focusing on enterprise cloud solutions in both software and compute. Microsoft Azure, its cloud computing platform, has become a major growth driver in recent years. Is AI a threat or an opportunity for Microsoft? 10 stocks we like better than Microsoft › Bill Gates handed over the reins … Read more
This Zacks Screen Finds Strong Growth Stocks Like Bloom Energy
Stock screening is commonly deployed by investors to ‘cut through the noise.’ The approach is especially useful when you’re choosing from thousands of options, which can often overwhelm investors. Taking a different angle, screening is essentially the same idea as constructing a grocery list. A list helps you easily navigate a store, allowing you to … Read more